CMS & Back-Office Workflow

Improving internal productivity, data flows, and consistency across editorial and operations tools

2023-2025
Release Cycle: Monthly feature rollout (≥1 per month) | Major release every quarter

Overview

Internal editorial and operational tools were fragmented, causing manual workarounds, coordination friction and inconsistent interaction patterns. I redesigned the CMS and associated workflows to unify interaction patterns, streamline handoffs and clarify operational logic, enabling editors to focus on analysis and writing rather than technical challenges.

Overview

Internal editorial and operational tools were fragmented, causing manual workarounds, coordination friction and inconsistent interaction patterns. I redesigned the CMS and associated workflows to unify interaction patterns, streamline handoffs and clarify operational logic, enabling editors to focus on analysis and writing rather than technical challenges.

Role & What I Led

Lead Product Designer — Product & Service Design

  • Led in-depth research and workflow analysis with editorial and operations teams

  • Used service and ecosystem mapping to pinpoint systemic friction and automation opportunities

  • Defined and validated AI-assisted workflow improvements that preserved user trust

  • Guided concept ideation, prototyping, iteration and rollout in alignment with release cycles

Role & What I Led

Lead Product Designer — Product & Service Design

  • Led in-depth research and workflow analysis with editorial and operations teams

  • Used service and ecosystem mapping to pinpoint systemic friction and automation opportunities

  • Defined and validated AI-assisted workflow improvements that preserved user trust

  • Guided concept ideation, prototyping, iteration and rollout in alignment with release cycles

Discover

Problem & Opportunity

Editors spent significant time on:

  • Manual consolidation of fragmented data sources

  • Repetitive administrative tasks with limited analytical value

  • Navigating inconsistent workflow steps across different tools

While early AI features offered potential gains, they often lacked reliability or reduced user trust. The opportunity was to streamline work holistically, focusing on clarity, consistency and reduced cognitive load while preserving editorial autonomy and judgement.

Problem & Opportunity

Editors spent significant time on:

  • Manual consolidation of fragmented data sources

  • Repetitive administrative tasks with limited analytical value

  • Navigating inconsistent workflow steps across different tools

While early AI features offered potential gains, they often lacked reliability or reduced user trust. The opportunity was to streamline work holistically, focusing on clarity, consistency and reduced cognitive load while preserving editorial autonomy and judgement.

Service blueprint to identify AI opportunities

User flow suggesting operational changes

Research & Insights

  • Conducted interviews and observation sessions with editorial and operations teams

  • Built workflow maps and service blueprints to visualize breakdowns and handoffs

  • Analysed usage patterns and operational data to validate areas with the highest time/effort cost

Research & Insights

  • Conducted interviews and observation sessions with editorial and operations teams

  • Built workflow maps and service blueprints to visualize breakdowns and handoffs

  • Analysed usage patterns and operational data to validate areas with the highest time/effort cost

Key Insight

Efficiency gains come not from isolated automation but from aligning data, workflows, and tooling to how work actually happens.

Key Insight

Efficiency gains come not from isolated automation but from aligning data, workflows, and tooling to how work actually happens.

Design

Design Strategy & Trade-offs

Our strategy balanced efficiency with trust and flexibility:

  • AI-assisted support, not full automation, for repetitive tasks like quote cleaning and summarisation

  • Standardised flows to reduce errors while preserving writer autonomy

  • Deliver quick gains while establishing modular patterns for future improvements

These trade-offs focused investment on areas with the greatest long-term value.

Design Strategy & Trade-offs

Our strategy balanced efficiency with trust and flexibility:

  • AI-assisted support, not full automation, for repetitive tasks like quote cleaning and summarisation

  • Standardised flows to reduce errors while preserving writer autonomy

  • Deliver quick gains while establishing modular patterns for future improvements

These trade-offs focused investment on areas with the greatest long-term value.

Figma file example: Feature enhancements that grow alongside product enhancements

Prototype & interaction design: Merge report function

Old UI design vs New UI design

Ranking explain and improvement tips

Quote editing process

Deliver

Solutions

  • AI-augmented assistance for routine tasks (cleaning, rewriting) with always-editable suggestions

  • Revised CMS workflows reflecting real editor needs and reducing friction

  • Stronger design standards to ensure consistency and reduce cognitive load

  • Incremental rollout aligned with monthly and quarterly release cycles

Solutions

  • AI-augmented assistance for routine tasks (cleaning, rewriting) with always-editable suggestions

  • Revised CMS workflows reflecting real editor needs and reducing friction

  • Stronger design standards to ensure consistency and reduce cognitive load

  • Incremental rollout aligned with monthly and quarterly release cycles

Prototype example: AI assistant for comment cleaning

Outcomes & Impact

  • Increased operational efficiency, reducing time spent on routine report tasks

  • Writers devoted more time to high-value analysis rather than mechanical work

  • Internal consistency improved, lowering coordination friction

  • Trust in tooling increased as automation enhanced rather than replaced human judgement

Outcomes & Impact

  • Increased operational efficiency, reducing time spent on routine report tasks

  • Writers devoted more time to high-value analysis rather than mechanical work

  • Internal consistency improved, lowering coordination friction

  • Trust in tooling increased as automation enhanced rather than replaced human judgement